We are hiring for a Business Development Specialist.

Thank you for your interest in joining our team. Current Openings are posted below with a full job description, qualifications, wages, benefits, and application instructions.


In addition to this page, we also post Current Openings on:


We typically hire for the following positions:

  • Receptionist
  • Administrative Assistant I, II, III
  • Executive Assistant
  • Financial Advisor Trainee
  • Financial Advisor I, II, II
  • Assistant Branch Manager
  • Branch Manager
  • Business Development Specialist


We are seeking an ambitious, motivated, & hard-working Business Development Specialist to join our team. This individual will be the public face of the company, helping drive sustainable company growth & profitability through new customer acquisition. The successful candidate will have personal drive, sales strategy expertise, and a proven record of sales success.


We offer a great work environment, unlimited commissions, benefits, & a guaranteed income of $3,000+/month, though a successful professional can easily earn $10,000+/month. The industry average is $15,042/month.


Professional Traits

  • Excellent customer service & communication skills.
  • Strong presentation skills.
  • Proven record of sales success.
  • Aptitude for market research & analysis.
  • Fluent reading, writing, & speaking English.
  • Time management & planning skills.
  • Goal oriented team player.
  • Eager to expand the company through new customer acquisition.



Business Development Specialist responsibilities include;

  • Business Development.
  • Finding, following, & closing sales leads.
  • Market research & analysis.
  • Creation, implementation, & management of a goal-oriented sales strategy.
  • Creating sales processes & presentations.
  • Managing sales records.
  • Managing company & customer expectations.
  • Networking among potential ideal customers.
  • Promote company services.
  • Maintaining a high level of confidentiality of all Customer & Company information at all times.
  • Build & maintain extensive industry knowledge.
  • Successfully interacting with all levels of management.
  • Performing other duties & tasks as assigned.



Minimum Education:

  • High School Diploma


Minimum Experience:

  • 24+ months professional sales experience.


Required License:

  • Currently hold a Series 65 license, or at company expense, have the ability to train, test, & earn a Series 65 license within 1 month of employment.


Minimum Job Skills:

  • Exceptional customer service skills with a positive attitude & professional demeanor.
  • Clear speaking voice with excellent communication skills.
  • Reliable self-starter able to successfully work under minimal supervision.
  • Ability to successfully complete tasks with minimal written or oral instructions.
  • Intermediate level computer skills.
  • Working knowledge of Microsoft Office suite.
  • Ability to quickly learn new software, procedures, & tasks.
  • Working knowledge of office equipment.
  • Working knowledge of basic mathematics.
  • Fluency in reading, writing, & speaking English.
  • Ability to successfully multi-task through organization & prioritization.
  • Ability to work with others on a professional team.
  • Problem solving ability.
  • Attention to detail.
  • Ability to pass a thorough pre-employment background check & drug test.
  • Personal financial responsibility.
  • Strict adherence to compliance regulations.
  • Desire to professionally improve & advance while contributing to the professional success of the company.



  • Possession of professional credentials & certifications demonstrating advanced sales knowledge & skill.
  • As a veteran owned & operated company, we give hiring preference to Honorably Discharged veterans of the U.S. Armed Forces.


Wages & Benefits

Unlimited commissions, benefits, & a guaranteed income of $3,000+/month, though a successful person can easily earn $10,000+/month. The industry average income is $15,042/month.



  • Paid Training
  • Health/Rx, Dental, & Eye Insurance Stipend
  • Basic Life Insurance
  • Paid Vacation
  • Paid Sabbatical
  • Paid Sick Days
  • Paid Bereavement Leave
  • Paid Birth/Adoption Leave
  • Paid Holidays
  • Retirement Plan
  • Employee Stock Purchase Plan
  • Free Company Services
  • Written Objectives & Annual Performance Review
  • Written Career Track
  • Opportunity for Advancement

To Apply

To apply for any opening, please email your resume to, referencing the job title.


No telephone calls or walk-ins.


About Us

We are an independent, fee only, fiduciary, registered investment advisor specializing in financial planning based asset management for Individuals & Families, the businesses they own, and the trusts that benefit them, with a niche focus on Generation X (b. 1982-1967) & Millennials (b. 1983-1998).


As a small company, you will not be an unknown & unappreciated employee number. You will work closely with all levels of management and have opportunities to provide your input on company planning & strategy; you can make your mark on the company.